Customize Modules with Groupings
What is a grouping?
- Records of a data table are grouped by an attribute.
- Data items which occur multiple times with the same value are grouped.
Customizing
- A simple grouping consists of a data area by which is grouped and a data area which is grouped. Both are connected by Pos. and Parent area.
- Both data areas must reference the same data table.
Area | Description |
---|---|
Grouping area (area by which is grouped) | |
Area which is grouped (contains the data which is grouped) |
|
Customizing example
- Create a module with a data area by which you want to group and which is structured as follows:
- Create another data area which is grouped and structured as follows:
- DDI = 001001 Project
- Fields:
- 000690 Project name
- 001001 Project
- 001052 Main project
- 001062 Manager
- Insert a macro that filters.
- Assign the new data area to the module.
- Structure both data areas:
- Subordinate the Project to the Project manager data area.
- Save.
To learn how to create modules, insert macros, and structure data areas, please refer to the Module Tutorial |
Application example
Module: Projects by Project Manager
- Module structure:
- Data area 1: Manager. Shows managers by whom is grouped.
- Data area 2: Project. Shows projects which are grouped under the respective manager.
- Data area 1: Manager. Shows managers by whom is grouped.
- Result:
- Manager: Mueller
- PR1
- PR2
- PR4
- Manager: Maier
- PR3
- PR5
- Manager: Mueller
Notes
- If there are traffic light DIs in a grouping area (also bars with traffic light function), their child DIs need to be included in the data area as well, otherwise the traffic light does not work.
- The groups in a grouping are created during filtering and are therefore not altered when the grouped values are changed.